How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Monument

13F Portfolio OverlapQ3 2026Monument portfolio →

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Most similar hedge funds by 13F overlap

Monument Capital Management is an institutional investor managing $480M across 255 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Monument are Dorsey Wright & Associates, Horizon Investment Services, RENAISSANCE GROUP, with shared positions in $FIX, $EME, $APH, $CAH, $MTZ, $TPR. The full ranking of 25 similar funds is below.

#1Dorsey Wright & AssociatesPassive

Notable overlap · 8 shared positions

$FIX $EME $APH $CAH $MTZ $TPR

$590M

131 positions

#2Horizon Investment Services, LLCPassive

Notable overlap · 6 shared positions

$FIX $DELL $EME $APH $JBL $KLAC

$360M

143 positions

#3RENAISSANCE GROUP LLCPassive

Notable overlap · 8 shared positions

$APH $FIX $JBL $CAH $EME $KLAC

$2.5B

234 positions

#4NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 7 shared positions

$FIX $EME $CAH $CRS $PWR $MTZ

$1.3B

322 positions

#5COOKSON PEIRCE & CO INCPassive

Notable overlap · 8 shared positions

$APH $EME $RL $CAH $JBL $ROST

$3.0B

317 positions

#6FORTEM FINANCIAL GROUP, LLCPassive

Notable overlap · 6 shared positions

$DELL $EME $APH $CAH $KLAC $TPR

$487M

190 positions

#7Cunning Capital Partners, LPActive

Notable overlap · 7 shared positions

$DELL $JBL $CAH $KLAC $TPR $PWR

$248M

55 positions

#8VestGen Investment ManagementPassive

Notable overlap · 8 shared positions

$APH $EME $FIX $CAH $CRS $PWR

$189M

218 positions

#9POINCIANA ADVISORS GROUP, LLCActive

Notable overlap · 7 shared positions

$FIX $DELL $RL $MTZ $EME $TPR

$135M

113 positions

#10Consolidated Planning CorpActive

Notable overlap · 5 shared positions

$FIX $APH $CASY $CAH $KLAC

$735M

186 positions

#11Retireful, LLCPassive

Notable overlap · 5 shared positions

$FIX $DELL $JBL $MTZ $KLAC

$116M

86 positions

#12TimesSquare Capital Management, LLCActive

Notable overlap · 6 shared positions

$EME $FIX $CRS $ROST $CASY $APH

$6.8B

158 positions

#13MorganRosel Wealth Management, LLCActive

Notable overlap · 7 shared positions

$APH $JBL $KLAC $PWR $VLO $TT

$296M

104 positions

#14Freedom Day Solutions, LLCActive

Notable overlap · 5 shared positions

$FIX $CASY $KLAC $PWR $FCFS

$455M

133 positions

#15KANE INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 7 shared positions

$FIX $KLAC $TT $PWR $APH $TPR

$235M

100 positions

#16SIGNET FINANCIAL MANAGEMENT, LLC

Notable overlap · 7 shared positions

$DELL $JBL $PWR $ROST $HIG $KLAC

$892M

299 positions

#17Geneva Partners, LLCPassive

Some overlap · 5 shared positions

$FIX $DELL $KLAC $VLO $PWR

$334M

81 positions

#18L2 Asset Management, LLCPassive

Some overlap · 6 shared positions

$DELL $CAH $TPR $JBL $EXEL $RL

$963M

411 positions

#19Axecap Investments, LLCPassive

Some overlap · 6 shared positions

$DELL $KLAC $TPR $ROST $VLO $JBL

$169M

77 positions

#20Davidson Capital Management Inc.Active

Some overlap · 5 shared positions

$FIX $EME $KLAC $EXEL $PWR

$604M

99 positions

#21PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$FIX $DELL $KLAC $JBL $EME $STLD

$389M

77 positions

#22Benchmark Investment Advisors LLCActive

Some overlap · 4 shared positions

$FIX $EME $APH $KLAC

$228M

70 positions

#23Kaufman Rossin Wealth, LLCActive

Some overlap · 4 shared positions

$FIX $APH $DELL $TPR

$247M

180 positions

#24HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Some overlap · 5 shared positions

$DELL $APH $EME $KLAC $PWR

$217M

352 positions

#25Smith Group Asset Management, LLCActive

Some overlap · 4 shared positions

$FIX $JBL $KLAC $TPR

$1.5B

143 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.